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Creating Inspections While Offline

Offline Mode lets you create and edit daily inspections without an internet connection. Set it up before you head into the field, and everything you enter is saved on your device and uploaded to Oversite automatically once you're back online.

Offline Mode lets you create and edit daily inspections when your device has no internet connection, such as on a remote job site or inside a structure with no signal. Turn it on and download the projects you need while you still have a connection. After that you can work without signal, and Oversite uploads everything automatically once you reconnect.

Offline Mode covers daily inspections only, both creating and editing. Other areas of Oversite still need a connection.

How Offline Mode fits into Oversite

You set up and manage Offline Mode from the Offline Settings tab on the New Inspection page. From there you turn the feature on, choose which projects to make available offline, and see how much storage your offline data uses. While offline, you create and edit inspections from the same New Inspection page you always use. When you reconnect, Oversite uploads your work, and you can track anything still waiting on the Pending Sync page. For uploading, retrying, or removing changes, see Managing Pending Sync.

How to set up Offline Mode before you lose signal

Set up Offline Mode while you still have a connection, before you head somewhere without signal. There are two parts: turn the feature on once, then download each project you plan to inspect.

Turn on Offline Mode

Start on the New Inspection page. Open it from the navigation, or click Offline Mode in the navigation to land on the Offline Settings tab directly.

  1. On the New Inspection page, click the Offline Settings tab at the top.

  2. Find the Enable Offline Mode card and turn the Enable Offline Mode switch on.

  3. If your browser asks for permission to store data on your device, allow it. This keeps your offline work from being cleared automatically when storage runs low.

  4. Wait while Oversite caches the pages you need. The card shows that offline mode is enabled and pages are being cached.

Once it finishes, the card confirms offline mode is enabled and prompts you to select projects below. You only need to turn it on once. It stays on for that device until you turn it off.

Note: Offline Mode is saved for the one device and browser you turn it on with. Turning it on for your phone does not turn it on for your laptop.

Make a project available offline

Downloading a project saves the reference data you need to fill out an inspection without a connection, including its items, crews, and forms.

  1. On the Offline Settings tab, find the Your Projects list.

  2. Type a project name in the Search projects box to find it quickly.

  3. Turn the switch on next to the project you want available offline.

  4. Wait for the download to finish. Progress appears next to the project while it downloads.

Once a project is available offline, its row shows Last synced with how long ago the data was downloaded, along with the number of cached inspections stored on your device. Repeat for every project you expect to visit.

Note: While you're offline, the Offline Settings tab is read only and shows only the projects you already downloaded. You need a connection to add or remove cached projects.

How to tell when you're offline

Oversite shows clear signals so you always know your connection state.

  • A sticky orange banner reading You're offline appears at the top of the screen. When you have changes waiting to upload, it also shows how many are pending. The banner includes a you can still create an inspection link that takes you to the New Inspection page.

  • While you edit an inspection offline, a banner at the top of the form reminds you that your changes will sync when you reconnect, and a Pending Sync badge marks work that has not uploaded yet.

  • When your connection returns and Oversite is uploading, a blue Syncing banner shows how many items are uploading.

How to create a daily inspection offline

You can start a new inspection with no connection, as long as you made the project available offline first. Start on the New Inspection page.

  1. Go to the New Inspection page. While offline, it shows only projects that are available offline.

  2. Under Select a Project for inspection, choose the project you want.

  3. Fill in the inspection steps as you normally would, such as Basics, Personnel, Equipment, and Items.

  4. To add photos, use the attachments step. Photos are saved on your device and upload when you reconnect.

  5. Save each step as you go. Oversite saves your work to your device and shows a brief Saved offline message for each step.

Your new inspection is stored on your device and marked with a Pending Sync badge until it uploads. You can close the app or restart the device, and the draft will still be there.

Note: If item availability could not be downloaded for the project, the form notes that Remaining Quantity is best effort until you reconnect.

How to edit a saved draft offline

Inspections you started offline stay on your device so you can keep working on them without a connection. Start on the New Inspection page.

  1. Go to the New Inspection page while offline.

  2. Find the Cached Draft Inspections list. These drafts are available for offline editing.

  3. Click Edit on the inspection you want to continue.

  4. Make your changes and save each step.

Each draft shows a badge for its state, such as Pending Sync for work waiting to upload or Sync Failed if an upload did not succeed.

How your work syncs when you reconnect

When your device comes back online, Oversite uploads your offline changes for you. The Syncing banner shows the upload in progress, and a message confirms the result when it finishes. Oversite also refreshes your cached project data so you're working from the latest information.

If you open an inspection you created offline once you're back online, Oversite checks whether it still needs to upload.

  • If it still needs to upload, a dialog reads You're back online and explains that the inspection needs to sync before you can keep editing. Click Sync Now. Oversite shows a Syncing inspection message, confirms with Inspection synced successfully, and offers a View Inspection button.

  • If it already uploaded through automatic sync, the dialog reads You're back online and lets you keep going with a Continue Online button.

To see everything still waiting to upload, retry a failed upload, or remove a change, open the Pending Sync page. See Managing Pending Sync for the full walkthrough.

Best practice: Before you close the app for the day, get back into signal or Wi-Fi and confirm everything has synced. The orange and blue banners should be gone and the pending count should reach zero.

How to manage your offline data and storage

Offline data lives on your device and takes up storage. Manage it from the Offline Settings tab on the New Inspection page.

  • Re-download data refreshes a project's offline data with the latest items, crews, and forms from the server.

  • Clear offline data removes a project's downloaded data from your device to free up space.

  • The Storage Usage card shows how much space your offline data uses out of what your device allows.

To turn the feature off entirely, turn the Enable Offline Mode switch off.

Warning: Clearing a project's offline data deletes any inspections for that project that have not uploaded yet. If the project has unsynced or failed changes, Oversite warns you and asks you to confirm, because the changes are permanently deleted. Sync your work before clearing.

Troubleshooting

I don't see the Offline Mode or Offline Settings option

Open the Offline Settings tab from the New Inspection page, or click Offline Mode in the navigation. Make sure you're using a device and browser that support offline storage.

A project isn't available while I'm offline

You have to make a project available offline while you're online. Turn on Enable Offline Mode, then turn the project's switch on, before you lose signal. While offline, the project list shows only the projects you already downloaded.

Enabling Offline Mode warned that some pages did not cache

The app did not finish preparing while online. Turn the Enable Offline Mode switch off and on again on a strong connection, or reload the page and try again. Pages that did not cache may not open while you're offline.

My changes are stuck on Pending Sync

Confirm you're back online, so the orange offline banner is gone. Then open the Pending Sync page and click Sync All, or Sync on a single inspection. See Managing Pending Sync.

Remaining Quantity looks wrong while offline

If item availability could not be downloaded for the project, the form treats Remaining Quantity as best effort until you reconnect. Reconnect and reopen the inspection for accurate values.

My offline data disappeared

Offline data can be cleared if your device runs low on storage or if you clear your browsing data. Allow the storage permission prompt when you enable Offline Mode, and upload your work as soon as you're back online.

Frequently asked questions

Which parts of Oversite work offline?

Only daily inspections, both creating and editing, on projects you made available offline. Other areas of Oversite still need a connection.

Do I need to do anything before I lose signal?

Yes. Turn on Enable Offline Mode and turn on each project you want to use while you still have a connection. Offline, you can only work on projects you downloaded beforehand.

Where is my offline work stored?

On your device, in the browser you were using. It stays there through reloads and restarts until it uploads, or until you clear it.

What happens to my changes when I reconnect?

Oversite uploads them automatically. The Syncing banner shows progress, and a message confirms when it's done. If you open an offline inspection before it has uploaded, Oversite prompts you to sync it first.

Can I add photos to an inspection while offline?

Yes. Photos are saved on your device and upload when you reconnect. An inspection can finish uploading while its photos are still uploading in the background.

Does Offline Mode notify my team?

No. Offline Mode itself does not send any emails or notifications.

Can I use Offline Mode on my phone?

Yes, on any device with a supported web browser. Turn it on separately on each device you want to use offline, because offline data is stored per device and per browser.

Will my cached project data be up to date?

Oversite refreshes cached project data automatically when you're online. Each project shows a Last synced time so you can tell how fresh its data is. Use Re-download data to refresh it right away.

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